YASHIRA GOUCHA

[YASHIRA GOUCHA @YGOUCHA]

As I was saying 👇 . This is just the beginning. Platform validated. Pipeline value unlocked. Triple digits before year end imo $KOD

[YASHIRA GOUCHA @YGOUCHA]

Don’t be surprised when $KOD makes $SMMT type move imo. SMMT 52 week low was $1s as is $KOD. $SMMT now at $32

We shall see 🤞

[YASHIRA GOUCHA @YGOUCHA]

@markkaplan20 @drterrysimpson @MohammedAlo

[YASHIRA GOUCHA @YGOUCHA]

@seedy19tron You gonna get back in KOD around here or does the block PUT trade earlier today scare you off?

[YASHIRA GOUCHA @YGOUCHA]

@tetonbio Assuming they aren’t taken out in the interim

[YASHIRA GOUCHA @YGOUCHA]

@tetonbio Regardless of the expected cash runway timeline stated by mgmt, wouldn’t be surprised if they raise $$ between now and readout.

[YASHIRA GOUCHA @YGOUCHA]

@bioinvestor24 $KOD a sleeper for $REGN

[YASHIRA GOUCHA @YGOUCHA]

@dragonballchad @ForPlanetPluto A myriad of market dynamics affect pricing; wouldn’t rely on price movement equating to PoS. I think platform has been (& will continue to be) validated. & platforms are more valuable than single drugs. Looking forward to $100+ within the year organically. Even more on take out.

[YASHIRA GOUCHA @YGOUCHA]

@WallStSai $KOD - perfect fit plus he would find a worthy successor in Perlroth (another founder led CEO)

[YASHIRA GOUCHA @YGOUCHA]

@BenSasse https://t.co/NPTta9oPXd

[YASHIRA GOUCHA @YGOUCHA]

👊 💪 - just the beginning

[YASHIRA GOUCHA @YGOUCHA]

would only trust @docrodwong to invest in and turn around @KodiakSciences down at these depressed levels. My role model.

[YASHIRA GOUCHA @YGOUCHA]

@tetonbio @ForPlanetPluto Technically, the chart shows gaps to fill in $54-75 range

[YASHIRA GOUCHA @YGOUCHA]

@ForPlanetPluto @tetonbio @Quantbro1 And as outlandish as that sounds, go look at Kodiak’s 2021 LTPIP and the price targets therein and what THEY were hoping for with positive readouts and future prospects.

[YASHIRA GOUCHA @YGOUCHA]

@ForPlanetPluto @tetonbio @Quantbro1 Company solidified its existence. Personally I can see $100-$150 if Daybreak hits and it’s taken out. Otherwise, if they want to stay independent and grow organically like Renegeron/Vertex, then this can mature into $500+ over 10 years.

[YASHIRA GOUCHA @YGOUCHA]

@ForPlanetPluto @tetonbio @Quantbro1 And don’t forget, Bakers will now collect their royalty and don’t rule out another royalty deal in lieu of (or in addition to) a secondary. They are in control and will implement whichever yields greatest return.

[YASHIRA GOUCHA @YGOUCHA]

@tetonbio @Quantbro1 @ForPlanetPluto Curious how quickly they strategize another possible secondary on this spike before price gets too far ahead. Big holders will add and make sure company is well capitalized and positioned for launch.

[YASHIRA GOUCHA @YGOUCHA]

@usasingh1 @Maximus_Holla $50 seems low tbh. They now validated their platform and unlocked the value of their pipeline. The reformulation of the drugs along with change in interval dosing design should catapult this to $150+/share by EOY. $REGN should be knocking

[YASHIRA GOUCHA @YGOUCHA]

I think @KodiakSciences now has @Regeneron attention $KOD $REGN

[Teton Bio @tetonbio]

$KOD GLOW2 (Q1’26): This result was a decisive validation. 62.5% ≥2-step DRSS improvement vs 3.3% sham with clean safety (0% IOI) moves tarcocimab from comeback to real DR franchise.

The debate is no longer “does it work?” but “how big can this get?”

With 30M+ diabetics in the US and no approved DR-only SOC, this now looks like a low-burden anti-VEGF with >$2B peak sales potential. We’re raising our base valuation to ~$4B on DR alone.
Near-term: $40s–$50s is reasonable as DR gets re-rated. ~20% short float + tight ownership = reflexive move.

If DAYBREAK hits: this becomes a full retina platform story. Path to $100 by year-end is now on the table with DR validated + AMD upside.

[YASHIRA GOUCHA @YGOUCHA]

@tetonbio Over 62%!!! $KOD

[YASHIRA GOUCHA @YGOUCHA]

@ForPlanetPluto As I was saying….

$KOD